Difference between revisions of "Export to QuickBooks Peachtree or Other Program"

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#REDIRECT [[Journal Entry Export Process]]
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-FAQs_on_automatic_epayments_recurring_credit_ca|Previous]] | [[ChamberMaster_Billing-Getting_started_2|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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GrowthZone provides an option to export your association's billing transactions in a format that is easily imported into QuickBooks, Peachtree and potentially other financial programs.
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Export to QuickBooks, Peachtree or Other Program</div>
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==Overview==
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First, you will want to learn how to use our Integrated Billing for creating invoices, receiving payments and sending statements. Our software will be your primary source for performing and viewing membership transactions.
  <div style="color: #808080; font-family: Cambria; font-size: 22pt;"><span id="wwpID0E0OI0HA">Export to QuickBooks, Peachtree or Other Program</span></div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0NI0HA">MicroNet provides an option to export your membership billing transactions in a format that is easily imported into QuickBooks, QuickBooks Online (using a third party app*), Peachtree or other financial applications that accept (.CSV </span><span style="font-style: italic;">or “Comma Separated Values”</span>) files.</div>
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Watch the [http://www.screencast.com/t/z8dWQioV Billing I: Getting Started] and [http://www.screencast.com/t/nJTDxasLw Billing II: Day to Day Activities] training videos or follow the instructions in the [[Billing]] section.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-weight: bold;"><span id="wwpID0E0MI0HA">Overview </span></span></div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LI0HA">First, you will want to learn how to use Integrated</span><span style="color: #000000;"> Billing</span> for creating invoices, receiving payments and sending statements. Our software will be your primary source for creating and viewing membership financial transactions.</div>
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Then on a regular basis, perhaps daily or weekly, you will export your transactions from ChamberMaster/GrowthZone and import them into your accounting software. Supported export options include QuickBooks, PeachTree and Excel.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KI0HA">View the </span><span style="color: #0000FF; font-family: Calibri; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/LJSprfPAcR|Billing I: Getting Started]]</span><span style="font-family: Calibri; font-size: 11pt;"> and </span><span style="color: #0000FF; font-family: Calibri; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/KrboIBavtj6D|Billing II: Day to Day Activities]]</span><span style="font-family: Calibri; font-size: 11pt;"> </span>training and read through the Integrated <span style="font-family: Calibri; font-size: 11pt;">Billing</span> section.</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JI0HA">Then on a regular basis, perhaps daily or weekly, you will export.  You will then import this into your accounting program</span><span style="color: #FF0000;"> or use the summary journal entry option</span></div>
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==Videos on Exporting==
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0II0HA">Supported export options include QuickBooks (.IIF), </span><span style="color: #FF0000;">QuickBooks Online using a third party app*</span> (.CSV), PeachTree (.CSV) and Excel (.CSV), which is accepted by some third party billing solutions.</div>
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*Export to PeachTree<html>&nbsp;&nbsp;<a href="http://www.screencast.com/t/lhxLQnwp76G" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0HI0HA">*</span><span style="font-style: italic;">Transaction Pro Importer</span> is an app available in the QuickBooks Online App Store. It allows for the import of (.csv) files into QuickBooks Online.</div>
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*Export to QuickBooks<html>&nbsp;&nbsp;<a href="http://www.screencast.com/t/lQ3xmqfo" target="_blank"><img src="/images/3/31/Vid.png" /></a></html>
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[http://supportwiki.micronetonline.com/QuickBooks_Online_Import Click here] for information on exporting for Quick Books Online
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[[Category: Integrated Billing]]

Latest revision as of 18:16, 6 December 2017

GrowthZone provides an option to export your association's billing transactions in a format that is easily imported into QuickBooks, Peachtree and potentially other financial programs.

Overview

First, you will want to learn how to use our Integrated Billing for creating invoices, receiving payments and sending statements. Our software will be your primary source for performing and viewing membership transactions.

Watch the Billing I: Getting Started and Billing II: Day to Day Activities training videos or follow the instructions in the Billing section.

Then on a regular basis, perhaps daily or weekly, you will export your transactions from ChamberMaster/GrowthZone and import them into your accounting software. Supported export options include QuickBooks, PeachTree and Excel.

Videos on Exporting

  • Export to PeachTree  
  • Export to QuickBooks  

Click here for information on exporting for Quick Books Online